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Jimi Hendrix's Missing Guitar
October 19th, 2015
The estate of Jimi Hendrix has seen more than its fair share of legal controversies. In yet another legal battle, the estate is suing for the return of a guitar it claims was stolen. Jimi Hendrix owned a lot of guitars, but relatively few of them mad…
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Making Charitable Contributions Work
October 16th, 2015
While you're alive and have philanthropic goals, give appreciated assets held in a taxable account to charity. For charitable bequests, designate your IRA or tax-deferred employer retirement plan. Why? Suppose a hypothetical Al Cole wants to giv…
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What to Do to Reduce Estate Taxes
October 15th, 2015
If you plan on leaving a sizable amount of money to your heirs, it's understandable to be concerned about estate taxes. After all, the top Federal estate tax rate of 40% could take a nasty bite out of a multi-million dollar estate, and that'…
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Want to Spare Your Kids From a Family Fortune?
October 13th, 2015
From shirtsleeves to shirtsleeves in three generations, goes the early 20th-century American proverb. Then there's the 19th-century British version: Clogs to clogs in three generations. And from Italy, date uncertain: From the stable to the star…
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Estate Planning for Your Works of Art
October 12th, 2015
Art investors are nearly always advised not to invest in art at all, but to collect it. Buy what you like, the conventional wisdom goes, not what you expect to increase in value. But collectors still must contemplate financial matters, especially rel…
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Special Needs Trust Fairness Act Passes in Senate
October 9th, 2015
People with special needs have won an important victory in the Senate where the Special Needs Trust Fairness Act passed unanimously. However, the fight is not over. For people with disabilities, special needs trusts are often a vital way to protect a…
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Will Declared Invalid Because of Missing Signature
October 8th, 2015
When people write their own wills without the assistance of attorneys, they often forget important steps and risk having their will invalidated. Such is the case with the will of one man from Minnesota. Gary Kruger was very close to his cousin. The t…
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Estate Planning Attorney Pleads Guilty to Fraud and Other Charges
October 6th, 2015
A Wisconsin estate planning attorney who faced 33 federal charges stemming from fraudulent activity and stealing her wealthy clients’ money has reached a deal and will plead guilty to five of the charges. Wisconsin attorney Sarah E.K. Laux ran two…
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Is the Family Business a Part of Your Estate Plan?
October 2nd, 2015
Family business contributes to over 70 percent of global productions, but owners of them don't update their estate planning. It's estimated that over 50 percent of family business owners didn't update their estate planning documents fo…
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Categories: Aging Issues, Current Affairs, Estate Planning, Family Business, Small Business, Weblogs, Will
MSU Alum Leaves Millions to School
October 1st, 2015
Montana State University announced on Thursday that the late Bill Wurst, a 1959 alumnus in electrical engineering, has left $4 million to the MSU College of Engineering as a gift from his estate. The gift will be used as matching funds for the univer…
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